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Vectors Research Management, LLC
Vectors Research Management, LLC is an independent investment adviser headquartered in New York, NY. The firm was founded in 2011, operates with a small team of approximately 4 employees (all dedicated to investment management), and serves high net worth individuals, individual investors, institutional clients including pension and profit sharing plans, charitable organizations, and insurance companies. As of July 2025, Vectors Research Management oversees approximately $844.5 million in assets under management.
Investment Strategy
Vectors Research Management, LLC primarily manages discretionary equity portfolios for a diverse group of clients including individuals, high net worth individuals, pension/profit sharing plans, charitable organizations, and insurance companies. The firm employs a research-driven, value-oriented investment approach, constructing portfolios using fundamental analysis to identify attractive securities across sectors and market capitalizations. Their philosophy centers on risk management and long-term capital appreciation, seeking to balance growth opportunities with downside protection while adhering to each client's investment objectives and risk tolerance.
Latest 13F Filing Activity
Vectors Research Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 118 equity positions with a total 13F market value of $292M. The fund increased holdings in Ishares TR, Vanguard Tax-managed FDS, Global X FDS among other positions. Vectors Research Management, LLC reduced exposure to Invesco Exchange Traded FD T, Vanguard BD Index FDS, Select Sector SPDR TR among others.
Top Holdings
Equity Positions (118)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RSP | INVESCO EXCHANGE TRADED FD T | 9.10% | $26.5M | 146,008 | $156.56 | $181.74 | -$8.0M |
I IEI | ISHARES TR | 6.42% | $18.7M | 157,267 | $117.97 | $119.09 | +$6.6M |
V VMBS | VANGUARD SCOTTSDALE FDS | 5.40% | $15.7M | 339,856 | $45.86 | $46.34 | +$1.9M |
M MSFT | MICROSOFT CORP | 3.05% | $8.9M | 17,861 | $355.45 | $497.41 | +$2.1M |
B BND | VANGUARD BD INDEX FDS | 2.87% | $8.4M | 113,769 | $73.23 | $73.63 | -$4.8M |
Industry Allocation
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